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Forward International Real Estat: (MF: KIRAX)

(MF) As of Jun 29, 2015 08:00 PM ET

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$15.28 USD

-0.27 (-1.74%)

Zacks MF Rank : 4 - Sell [?]       4  

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of May 31, 2015

Total Return %* Percentile Rank Objective
YTD 8.85 1
3 months 3.64 1
6 months 6.43 1
1 Year 9.35 34
3 Year 8.32 93
5 Year 11.98 62
10 Year NA NA

* Annual for three years and beyond.

Zacks Premium Research for KIRAX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Sell 4
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 2.39
% Yield 7.22
% SEC Yield NA
Net Assets (Mil $) 5/31/2015 25.37
%Turnover 5/31/2015 242.00

Risk

3 Year 5 Year 10 Year
Beta 0.57 0.97 NA
Alpha -1.86 -2.84 NA
R Squared 0.20 0.49 NA
Std. Dev. 10.65 17.12 NA
Sharpe 0.83 0.79 NA

Sector / Country Weightings

As of 5/31/2015 % of Portfolio
Finance 63.64
Other 29.37
Non-Durable 4.55
Industrial Cyclical 2.29
Retail Trade 0.15

Portfolio Holdings

Top Equity Holdings
(As of 3/31/2015)
% of Portfolio Value (Mil$)
SOUNDWILL HOLDINGS LTD 4.97 3.78
LAI SUN DEVELOPMENT CO 4.85 3.69
CSI PROPERTIES LTD 4.36 3.32
ASIA STANDARD HOTEL GROUP 3.92 2.99
ASIA STANDARD INTERNATION 3.42 2.60
STOCKLAND 3.15 2.40
DEVELOPMENT SECURITIES 3.13 2.38
KOSMOPOLITO HOTELS INTL L 2.95 2.24
DREAM OFFICE REAL ESTATE 2.74 2.08

Stock Holding % of Net Assets

As Of 3/31/2015
Total Issues 76
Avg. P/E 0.00
Avg. P/Book 0.00
Avg. EPS Growth 0
Avg. Market Value (Mil $) 0

Allocation

% of Portfolio
Large Growth 0.00
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 9.05
Emerging Market 4.27
Precious Metal 0.00
Intermediate Bond 10.65
Foreign Bond 0.00
High Yield Bond 14.85